Research Tools Archive

Portfolio123 and StockScreen123 Switching Fundamental Data to Compustat

At the end of the day today, Portfolio123 and StockScreen123 will be switching data providers. The company is making the bold move of switch from Thomson Reuters to Compustat for its fundamental data.  This will change the underlying data used to power these stock screening and backtesting tools.

Value Investing Research Group on Mendeley

I just started playing around with a an online reference manager and social network for researchers called Mendeley. I’ve found it to be a great tool for organizing my PDFs and online links to academic papers. Mendeley allows you to organize, tag, backup, sync, and annotate your PDFs. The desktop software for Mendeley is easy to

ValueWiki Acquired by Wikia

Yesterday, Wikia announced the acquisition of ValueWiki.  I was actually involved in adding content to Valuewiki when it first came out back in 2006. I was real excited to hear that founders, Jonathan Stokes and Zach Greenberger, were bought out. It gives me hope for my own little social media project, Value Investing News. ValueWiki 

Who is Searching for Value Investing

I am always curious as to what my fellow value investors are doing. A new tool by Google (GOOG) called Insights for Search has given me a new way to find out more about value investors by looking at who is searching for “value investing” related topics. Google Insights for Search has data going back to 2004 on

SEC Interactive Data Conference Call

I had the privilege today to participate in the first ever SEC conference call for bloggers. The topic of today’s call was interactive data using the XBRL standard. XBRL stands for eXtensible Business Reporting Language, and it is basically a way to make financial statements machine readable using tags. This meeting was held today in part to prep the

Official SEC XML Feeds

Thank you SEC! It’s not often that I feel compelled to thank a federal regulator, especially around tax time, but I am really excited by a new feature of the SEC EDGAR database. This weekend I spotted orange XML feed images all over EDGAR, like the one in the screenshot below of the company page for Western Sizzlin

Free RSS Feeds for Company Filings on EDGAR

Joe Ponzio’s F Wall Street Blog just announced a great new feature. You can now generate company specific RSS feeds for SEC filings. All you need to do is look up a company’s CIK Number by doing an EDGAR search and then enter it in Joe’s SEC filings generator. Here’s a feed I just created for Western

Amazon Kindle – A Value Investing Tool?

This week Amazon (AMZN) announced its entry into the ebook reader market. Their product is called the Kindle.  It is described as a wireless reading device.  It uses a revolutionary electronic-paper display by E Ink that is suppose to look and read like real paper. If you are a value investor, I am sure you spend many

The Wall Street Journal is Free Today

The Wall Street Journal Online is free today. I just found out about this, so I thought I would share this opportunity with you.  If you find any great value investing news while reading today’s Journal, be sure to share links to those articles by submitting them to Value Investing News. I wonder if today’s free access has

Fool Boards Free Again

I was surprised to discover that the Motley Fool Discussion Boards are once again free.  I can say that much of my early financial education came from lurking and occasionally participating on these message boards. I even subscribed for a year or two before I discovered other message boards and blogs where most of the Fool